Invest Southwest is a well established, award winning company based in Taunton, Somerset, which serves the whole of the South West. We have eighteen highly skilled independent financial advisers who have a wealth of knowledge and experience of providing expert financial advice, from mortgages to pensions, investments to inheritance tax planning, and personal assurance to trustee advice.

We provide genuine whole of market independent advice which we truly believe is second to none. Our ethos is that we provide "advice for life"- we are here to help you now and in the long term, to ensure that your financial wellbeing is properly protected at every stage of your lifetime.

Our initial appointment, however long it takes, is free and without any obligation, and we are happy to meet with you at your home or in our offices.

If you have need of financial advice and are looking for the best possible service, then please contact Adrian on or .

Our services

At Invest Southwest we provide advice for life. We are a one-stop company for all your financial needs, including but not limited to investments, pensions, life assurance, Inheritance Tax Planning and wills; we pride ourselves on providing an effective, professional and high quality service that will look after your financial interests for the rest of your life.

Additionally I specialise in providing assistance and advice regarding "orphan" investment products- i.e stock & shares ISAs, Unit Trusts, Investment Bonds etc that were originally taken out through banks or building societies who have subsequently withdrawn their advisory services.

Legal information

While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible,
it is your responsibility to ensure the adviser you choose is appropriate and regulated
for the business you are transacting.Any decision to transact business is made by you on the basis of your own enquiries.
To check that an adviser is regulated, you can contact the relevant regulatory or professional body.

Once you’ve sent your enquiry you can expect a response within 48 hours.
If this adviser is not available we will refer you to the best matched alternative
adviser nearby, so please include as much detail as you can in your enquiry.